About Avalon Capital Research
“At ACR, our mission is straightforward: deliver independent, actionable research on US-listed companies and the forces that move markets. We believe investors deserve clarity, not noise. When it comes to market news, earnings, and sector trends, Avalon delivers content that’s both engaging and informative.”
- John Austin, Managing Editor
Independent Research. Clear Insights. Trusted Analysis.
Our Approach
Independent - We are not affiliated with investment banks or asset managers. Our analysis is our own.
Timely - We publish insights around major earnings releases and market-moving events, so you can stay informed.
Actionable - Every report highlights the key takeaways, data points, and trends that matter most for decision-making.
What We Cover
Avalon Capital Research provides coverage across the full spectrum of US equity markets, with a focus on the themes and events that shape investor decisions:
Company & Sector Research - We analyze developments across major US-listed companies and sectors, from technology to healthcare, financials, energy, and beyond. Our work connects company-level results to broader industry dynamics.
Market Trends & Themes - Beyond quarterly earnings, we track cross-market themes such as shifts in interest rates, currency moves, credit conditions, and sector rotations. We highlight where capital is flowing and why.
Macro & Policy Impact - Political decisions, fiscal policy, and regulatory shifts often drive markets as much as fundamentals. We examine how Washington, the Federal Reserve, and global policy actions ripple through equity valuations and investor sentiment.
Event-Driven Analysis - From M&A activity and corporate guidance changes to unexpected geopolitical events, Avalon provides timely perspectives on catalysts that matter most for portfolios.
Investor Behavior & Capital Flows - We keep a pulse on fund flows, positioning data, and sentiment to understand how institutions and retail investors are reacting, and where risk appetite is heading.
By combining actionable insights with a top-down view of markets and policy, Avalon delivers context that helps investors see the bigger picture.
Why Avalon
In a crowded landscape of financial news and opinion, we stand apart by combining the rigor of institutional research with the accessibility of modern digital publishing. Our goal is to make high quality, and engaging analysis available to both professional and retail investors without bias.
Our Philosophy
We believe successful investing starts with clarity. That means highlighting what matters, filtering out what doesn’t, and always grounding our research in hard data. Our commitment is to provide perspective that investors can trust and apply, no matter what their experience level.